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20130204
20130212
SHOW
STATION
CNBC 8
WBAL (NBC) 3
LANGUAGE
English 11
Search Results 0 to 10 of about 11 (some duplicates have been removed)
CNBC
Feb 8, 2013 6:00pm EST
take a step back and explain why the story is right. we've got an environment of improving consumer confidence, both domestically, despite the payroll tax hike and around the world. that means there's more demand for luxuries like travel and leisure, ie, cruises. on the other hand, in this industry supply is everything. it's like nordic tankers, too many ships, supply brings down the price of everything. supply of ships when the global economy seemed to be in great shape, the cruise ship builders went crazy. most of the enough capacity hit the market at the worst possible time, much of them coming on at the height of the great recession. during the recession the shipping company slowed down l orders for new ships and now new capacity is decelerating. from 2000 to 2010, the number increased at a 6.6 compound annual growth rate but should increate at only a 3.3% growth rate from 2012 through 2016. there's less new capacity coming on, less supply and that means, yes, s pricing. believe me, the tanker ships wish they were happening. there's still new supply coming on. it's got incredibl
CNBC
Feb 11, 2013 6:00pm EST
to make sure it works in the unforgiving investing environment where diversifying by sector loan is not enough. things have gotten out of control or irrational. you need five different areas covered. you need some gold. you need a dividend paying stock with a high yield. you need a growth stock. need something speculative and something foreign. particularly in a year when the dysfunction in capital is so darn palpable that you have to protect your portfolio from the chaos washington is putting us through. we have gone from being incredibly business friendly company to one that is capable of wrecking just about any business if congress and the president put their minds to it. isn't that the lesson of the partisanship and acrimony over the tax wranglings and the spend-a-th spend-a-thons. cover all five markets and you with win in any market. i'll teach you how to analyze stocks so you fill every position with the best possible names that you feel comfortable with and i feel comfortable with. first, what do we need? well, look, i did them first. we need gold. need gold because gold
CNBC
Feb 7, 2013 6:00pm EST
's good. in that environment, you have -- you have correctly placed your hotels. >> well, it's really interesting for us, our business is so dependent on economic activity, business confidence and consumer confidence. you're exactly right. january in china our rev par numbers with up 6%. that's after a slow down. the government transitions almost behind us, chinese new year will be behind us. china is picking up. latsen america was the strongest growth region, slowed down last year because of argentina. we haven't talked about africa which is another place where global capital flows are coming in in ways we have never seen before. >> let's talk about china for a moment. we see china as having a big year in 2013. a lot of people had penalized your stock, tank it down to the -- well at that point into the 50s because they felt you were overexpanding in china. you're probably as a percentage of what people are putting their capital in the highest of any of the companies i follow in terms of commitment to china? >> well, we're long term bullish on china. today, we have more hotel rooms in
CNBC
Feb 4, 2013 6:00pm EST
costs, very important in a rising salary environment. how much leverage there is, meaning, if you have all of the laboring costs accounted for, how much business can you do? all right, the one i like to think of, it's not a lemonade stand, chipotle. they have labor and they have food and customers. the more customers they can serve per hour, the more leverage they have. the keys to the gross margin at chipotle are the cost of the beef, chicken, tortillas, the cost of the labor and most importantly the number of customers they can push through in a given day. of course there are dozens of other inputs advertised in leases in the stores need to have as little turnover as possible because the cost of training new employees is tremendous. it's a huge obstacle to making a lot of money. th that's the former ceo of costco made clear to us. legendary for paying his employees the most and treating them with the best of benefits because it's so important to keep them happy. so the firm doesn't constantly have to train new people. new people are not known to the regular customers who like to see
Search Results 0 to 10 of about 11 (some duplicates have been removed)